ERIM
OKS

Eagle Ridge Investment Management’s Oneok Partners LP OKS Stock Holding History

Eagle Ridge Investment Management’s Portfolio OKS Stock Details OKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,370
Closed -$232K – 60
2013
Q3 		$232K Sell
4,370
-560
-11% -$28.4K 0.13% 47
2013
Q2 		$283K Buy
+4,930
New +$259K 0.16% 44

Other funds holding OKS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Eagle Ridge Investment Management's OKS Position: Q4 2013 in Review

Eagle Ridge Investment Management sold out of Oneok Partners LP (OKS) in Q4 2013, closing a stake of 4,370 shares — an estimated $232K sold.

Eagle Ridge Investment Management first reported a position in OKS in Q2 2013 and held it in 2 quarters. The position peaked at $283K in Q2 2013. 330 funds tracked by Wall St. Rank hold OKS as of Q4 2013.

  • Eagle Ridge Investment Management reported no remaining Oneok Partners LP position as of Q4 2013 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 4,370 Oneok Partners LP shares in Q4 2013, an estimated $232K.
  • Eagle Ridge Investment Management first reported a position in Oneok Partners LP in Q2 2013 and held it in 2 quarters.
  • Eagle Ridge Investment Management's Oneok Partners LP position peaked at $283K in Q2 2013.
  • 330 funds tracked by Wall St. Rank held Oneok Partners LP as of Q4 2013.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2013, filed 8 Jan 2014.